Mr. Bertram joined Shoreline Partners in 2022. He provides marketing and advisory support to sell-side clients. Before Shoreline, Eli worked at ComCap LLC, an investment bank in San Francisco, representing both buyers and sellers in M&A transactions.
Eli has a broad and varied body of experience in finance and accounting as a public accountant, financial analyst, and controller in the banking, healthcare, and financial services sectors. He holds a CPA designation and earned an MBA with a specialization in financial management from National University. Mr. Bertram resides in the UTC La Jolla area with his wife and two dogs, Koa and Enzo.